Log confirmed email activity in HubSpot
After a real message is sent, submit its details through a webhook request. Notis can create a HubSpot email engagement record and report the result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email
Why this helps
Important customer correspondence can be hard to find later when the message details never make it into the CRM.
- Record supplied details of a real email in HubSpot.
- Use Cody knowledge to help summarize the business context.
- Keep a run report of the created engagement record.
Setup
Build it in a few focused steps.
- 1Connect Cody and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create an email engagement record only from supplied details of a message that was actually sent, and to flag missing required information.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real sent email and verify the engagement record and its associations in HubSpot.
Questions about this workflow
Will this send an email?
No. This action creates an email engagement record for record-keeping. It does not send the message.
What should I include in the request?
Supply the details needed for the record and any valid HubSpot association information. Have Notis flag missing required information rather than fabricate it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Hubspot. A trigger fires from one place; an action lands in another.
Cody triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associate an existing asset with a marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Add a custom data token to an existing event template.
Archive email
Move an email to the recycling bin, where it stays inaccessible unless restored.
Archive a batch of quotes by id
Archive quotes in a batch; archived quotes cannot be restored to active status.
Archive batch of feedback submissions by id
Queue feedback submissions for archiving, removing them from active views without deleting them.
Archive batch of line items by id
Archives a batch of line items; the API cannot undo this.
Archive batch of objects by id
Archives a batch of existing CRM objects, removing them from active use in the system.
Archive batch of properties
Archives a batch of properties for a CRM object type; you can safely retry this action.
Connect any two apps with Notis in the middle.
Cody and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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